EP539: Debra Angilletta - Numbers Only Tell Half The Story: Ask Better Questions To Sell Advisory

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Your clients' financials tell one story. What your clients think about their business tells another. In this episode, fractional CFO, course creator, and speaker Debra Angilletta returns to show how closing that gap — through simple, curiosity-driven conversations — is the most direct path to selling advisory services. No complicated sales process required.

Chapters

[00:00] Opening Quote and Intro

[01:35] Meet Debra Angilletta

[03:30] Why Bookkeepers Struggle to Sell Advisory

[06:10] The "Curious" Question Technique

[09:20] Staying Human in a Digital World

[11:50] Finding Your First Five Clients

[14:30] The Advisory Transformation

[17:30] What 100 Business Owners Said

[20:30] About the Book: Hidden Profits